Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,093 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $161 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
9,106
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 27.94%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
9,074
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 09, 2024 Q2 2024 |
9,017
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2024
Added 2.23%
|
|
Carmel Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
8,973
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2024
Added 3.58%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
8,907
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 59.28%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
8,898
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 53.81%
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
8,881
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
Bard Financial Services, Inc.
|
Oct 04, 2024 Q3 2024 |
8,880
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
Busey Wealth Management
|
Jul 23, 2024 Q2 2024 |
8,866
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
Peak6 Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
8,865
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
8,792
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2024
Added 0.4%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
8,770
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2024
Added 27.03%
|
|
Klcm Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
8,736
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2024
Added 21.94%
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
8,710
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2024
Added 0.01%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
8,674
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
Lsv Asset Management
Chicago, IL |
Aug 06, 2024 Q2 2024 |
8,600
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 80.41%
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
8,596
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2024
Added 0.55%
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Aug 14, 2024 Q2 2024 |
8,550
shares
|
$1.04 Million
1.09% of portfolio
|
Q1 2021
New holding
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
8,540
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
8,501
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Added 15.11%
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
8,478
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
8,472
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 2.94%
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
8,438
shares
|
$1.02 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
8,390
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
8,386
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2024
Reduced 14.43%
|